TBLL Institutional Ownership & Shareholders
INVESCO SHORT TERM TREASURY (TBLL) is currently held by 127 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.89B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Invesco Ltd. is currently the largest disclosed institutional shareholder of TBLL tracked by InsiderSet, reporting ownership valued at approximately $606.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $606.76M, representing an estimated gain of +0.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed TBLL value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Pnc Financial Services Group, Inc., F/M Investments Llc, and several other long-term asset managers with concentrated positions in INVESCO SHORT TERM TREASURY (TBLL).
This page ranks the largest institutional TBLL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
127
Total Reported Value
$1.89B
Largest Holder
Invesco Ltd.
Largest Position
$606.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.05% | 5,743,619 | $606,353,858 | $606,755,911 | +$402,053 | +0.07% | |
| Pnc Financial Services Group, Inc. | 0.09% | 1,539,359 | $162,510,157 | $162,617,885 | +$107,728 | +0.07% | |
| F/M Investments Llc | 5.55% | 1,034,448 | $109,206,675 | $109,279,087 | +$72,412 | +0.07% | |
| Osaic Holdings, Inc. | 0.12% | 1,006,673 | $106,274,202 | $106,344,936 | +$70,734 | +0.07% | |
| Awm Capital, Llc | 6.32% | 850,552 | $89,784,333 | $89,852,313 | +$67,980 | +0.08% | |
| Lpl Financial Llc | 0.02% | 700,226 | $73,922,844 | $73,971,875 | +$49,031 | +0.07% | |
| Ubs Group Ag | 0.01% | 677,151 | $71,486,831 | $71,534,232 | +$47,401 | +0.07% | |
| Morgan Stanley | 0.00% | 582,851 | $61,531,597 | $61,572,380 | +$40,783 | +0.07% | |
| Wells Fargo & Company/Mn | 0.01% | 459,658 | $48,526,054 | $48,558,271 | +$32,217 | +0.07% | |
| Private Advisor Group, Llc | 0.18% | 378,125 | $39,918,650 | $39,945,125 | +$26,475 | +0.07% | |
| Cpr Investments Inc. | 29.58% | 376,557 | $39,749,323 | $39,779,481 | +$30,158 | +0.08% | |
| Brookstone Capital Management | 0.34% | 323,560 | $34,155,035 | $34,180,878 | +$25,843 | +0.08% | |
| Composition Wealth, Llc | 0.39% | 317,556 | $33,524,337 | $33,546,616 | +$22,279 | +0.07% | |
| Bank Of America Corp | 0.00% | 243,662 | $25,723,425 | $25,740,454 | +$17,029 | +0.07% | |
| Castle Wealth Management Llc | 7.08% | 226,266 | $23,886,883 | $23,902,740 | +$15,857 | +0.07% | |
| Envestnet Asset Management Inc | 0.01% | 217,619 | $22,974,072 | $22,989,271 | +$15,199 | +0.07% | |
| Commonwealth Equity Services, Llc | 0.03% | 207,638 | $21,918,300 | $21,934,878 | +$16,578 | +0.08% | |
| Convergence Financial, Llc | 2.83% | 191,625 | $20,228,003 | $20,243,265 | +$15,262 | +0.08% | |
| Dock Street Asset Management Inc | 1.74% | 178,334 | $18,826,731 | $18,839,204 | +$12,473 | +0.07% | |
| Ifg Advisory, Llc | 0.61% | 165,867 | $17,510,596 | $17,522,190 | +$11,594 | +0.07% | |
| First Command Advisory Services, Inc. | 0.09% | 144,257 | $15,229,221 | $15,239,309 | +$10,088 | +0.07% | |
| Ameriprise Financial Inc | 0.00% | 141,855 | $14,975,316 | $14,985,562 | +$10,246 | +0.07% | |
| Wealthcare Advisory Partners Llc | 0.25% | 140,211 | $14,800,654 | $14,811,890 | +$11,236 | +0.08% | |
| Clear Retirement Advice Llc | 8.91% | 125,697 | $13,268,556 | $13,278,631 | +$10,075 | +0.08% | |
| Private Advisory Group Llc | 0.68% | 116,391 | $12,287,398 | $12,295,545 | +$8,147 | +0.07% | |
| One Day In July Llc | 0.84% | 115,827 | $12,226,698 | $12,235,964 | +$9,266 | +0.08% | |
| Goldman Sachs Group Inc | 0.00% | 113,989 | $12,033,819 | $12,041,798 | +$7,979 | +0.07% | |
| Cetera Investment Advisers | 0.01% | 113,055 | $11,935,175 | $11,943,130 | +$7,955 | +0.07% | |
| Mml Investors Services, Llc | 0.02% | 104,724 | $11,055,728 | $11,063,043 | +$7,315 | +0.07% | |
| First Horizon Corp | 0.39% | 95,846 | $10,117,504 | $10,125,171 | +$7,667 | +0.08% | |
| Power Wealth Management Llc | 3.03% | 84,877 | $8,959,582 | $8,966,406 | +$6,824 | +0.08% | |
| Matauro, Llc | 1.09% | 77,897 | $8,223,576 | $8,229,039 | +$5,463 | +0.07% | |
| Quaker Wealth Management, Llc | 2.22% | 71,699 | $7,568,595 | $7,574,282 | +$5,687 | +0.08% | |
| Ameritas Advisory Services, Llc | 0.14% | 66,187 | $6,987,409 | $6,991,995 | +$4,586 | +0.07% | |
| Old Port Advisors | 1.19% | 56,178 | $5,930,150 | $5,934,644 | +$4,494 | +0.08% | |
| Gotham Asset Management, Llc | 0.01% | 42,102 | $4,444,708 | $4,447,655 | +$2,947 | +0.07% | |
| Brasada Capital Management, Lp | 0.80% | 42,009 | $4,434,890 | $4,437,831 | +$2,941 | +0.07% | |
| Tower Research Capital Llc (Trc) | 0.11% | 41,293 | $4,359,302 | $4,362,193 | +$2,891 | +0.07% | |
| Kintra Wealth, Llc | 0.22% | 38,956 | $4,119,990 | $4,115,312 | -$4,678 | -0.11% | |
| Sunrise Financial Services, Llc | 2.20% | 37,539 | $3,962,663 | $3,965,620 | +$2,957 | +0.07% | |
| Edgerock Capital Llc | 0.86% | 35,950 | $3,795,247 | $3,797,758 | +$2,511 | +0.07% | |
| Cary Street Partners Financial Llc | 0.07% | 31,654 | $3,341,713 | $3,343,929 | +$2,216 | +0.07% | |
| Vertex Planning Partners, Llc | 0.49% | 74,960 | $3,276,523 | $7,918,774 | +$4,642,251 | +141.68% | |
| Mariner, Llc | 0.00% | 27,424 | $2,895,139 | $2,897,071 | +$1,932 | +0.07% | |
| Newedge Advisors, Llc | 0.01% | 26,322 | $2,778,814 | $2,780,656 | +$1,842 | +0.07% | |
| Umb Bank, N.A. | 0.03% | 26,170 | $2,762,767 | $2,764,599 | +$1,832 | +0.07% | |
| Susquehanna International Group, Llp | 0.00% | 25,039 | $2,643,367 | $2,645,120 | +$1,753 | +0.07% | |
| Focus Partners Wealth | 0.00% | 20,563 | $2,170,860 | $2,172,275 | +$1,415 | +0.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,440 | $2,160,074 | $2,159,282 | -$792 | -0.04% | |
| D.A. Davidson & Co. | 0.01% | 19,332 | $2,040,686 | $2,042,232 | +$1,546 | +0.08% |
Frequently asked questions about TBLL
Who are the largest institutional holders of TBLL?
The largest institutional holders of TBLL reported in the latest SEC Form 13F filings include Invesco Ltd., Pnc Financial Services Group, Inc., F/M Investments Llc, Osaic Holdings, Inc., and Awm Capital, Llc. InsiderSet ranks institutional holders by their latest reported TBLL position.
What is TBLL institutional ownership?
This page tracks TBLL positions reported by institutional investment managers through SEC Form 13F. INVESCO SHORT TERM TREASURY (TBLL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TBLL?
InsiderSet currently tracks 127 institutional managers reporting TBLL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TBLL shareholders.
How much TBLL stock do institutions own?
Institutional investment managers disclosed approximately $1.89B in TBLL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TBLL institutional ownership last updated?
The latest TBLL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TBLL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TBLL position after the reporting date.
Are institutions buying or selling TBLL?
Institutional buying and selling can be analyzed by comparing TBLL positions across consecutive 13F reporting periods. InsiderSet's TBLL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TBLL ownership changes.
How has TBLL institutional ownership changed over time?
InsiderSet tracks TBLL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.